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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.1B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,735
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$39.4M
3
+$27.7M
4
SBUX icon
Starbucks
SBUX
+$26.9M
5
AVGO icon
Broadcom
AVGO
+$26.3M

Top Sells

1
+$26.3M
2
+$24.3M
3
+$23.4M
4
HON icon
Honeywell
HON
+$22.3M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$15.2M

Sector Composition

1 Technology 12.33%
2 Financials 5.59%
3 Healthcare 5.58%
4 Consumer Discretionary 4.62%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$202K ﹤0.01%
2,530
-4,240
1627
$202K ﹤0.01%
8,432
-32
1628
$201K ﹤0.01%
9,009
-2,252
1629
$201K ﹤0.01%
6,350
-1,750
1630
$201K ﹤0.01%
6,401
+5,806
1631
$200K ﹤0.01%
15,409
-4,561
1632
$199K ﹤0.01%
405
+110
1633
$199K ﹤0.01%
6,550
1634
$198K ﹤0.01%
14,206
+415
1635
$198K ﹤0.01%
39,998
+2,900
1636
$197K ﹤0.01%
10,450
+261
1637
$197K ﹤0.01%
16,600
-12,100
1638
$196K ﹤0.01%
2,946
-3,257
1639
$196K ﹤0.01%
11,490
+207
1640
$195K ﹤0.01%
16,450
1641
$195K ﹤0.01%
2,659
-216
1642
$193K ﹤0.01%
3,978
1643
$192K ﹤0.01%
5,393
1644
$192K ﹤0.01%
15,227
-93
1645
$192K ﹤0.01%
6,677
+1,615
1646
$192K ﹤0.01%
34,976
-3,226
1647
$191K ﹤0.01%
2,419
-252
1648
$191K ﹤0.01%
11,620
-2,000
1649
$191K ﹤0.01%
1,794
-10,558
1650
$190K ﹤0.01%
20,449
-1,427
64 65
66
67 68